See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,153 | $88,751+45.5% | $81,812+57.9% | $145,922-11.5% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.3%-39.0pp | 80.3%-46.9pp |
| Annual return | 12.14% | 1025.40%-1013.3pp | 773.79%-761.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $799 | $3,083-74.1% | $2,912-72.5% | $4,660-82.8% |
| Participant deferral / active EE | $1,468 | $4,643-68.4% | $4,319-66.0% | $6,688-78.0% |
| Admin fee / account holder | $8,811 | $8,415+4.7% | $7,386+19.3% | $13,397-34.2% |